An effective estate plan can help ensure that your family's
financial needs will be taken care of, and that your personal wishes will be carried out
in the manner you intended. You’ll learn:
why you need an estate plan; strategies to plan for incapacity, including special health
care directives; wills, trusts, and life insurance; key tax basics, including an overview of the federal gift
tax, estate tax, and generation-skipping transfer tax.
Event Type(s): Adult Education, Finance
Age Group(s): Adult
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